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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2015-12-22 |
| TX | RA | APPROVED_RES | 2005-01-06 |
Branch Locations
7150 Jefferson Highway, Baton Rouge, LA 70806 • United States
8555 United Plaza Boulevard Suite 201, Baton Rouge, LA 70809 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Baton Rouge | LA | 01/1996 | Present |
1) Acumen Fiscal Agent, LLC/ 5416 E. Baseline Rd. Suite 200, Mesa, AZ, 85206 US/ Acumen Fiscal Agent, LLC is an employer company who facilitates and administers freedom of direct care to individuals with special needs. Typically, these individuals are recipients of state waiver programs servicing individuals who are eligible for and receiving government benefits i.e. Medicaid due to their disability. Acumen is a private company founded in 1996. Acumen processes applications and payroll for those individuals who are qualified to provide direct care to individuals with special needs./ start date: 7/15/2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-25 |
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